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Description:An explanation of the rules and regulations that govern beneficiary designations, costly mistakes that are often made, and how to help clients avoid making such mistakes. Case studies will be included.

Please Note:We will send you the information to dial into the webinar at least 48 hours prior to the scheduled start time.

Handouts:

Copy of PowerPoint presentation

Beneficiary Options Quick Reference Guide

Free Technical Consultation:Attendees get two (2)free email technical consultation on the topic covered. To be used within 30-days after attending the webinar.

Cancellation and Refund Policy

30-days before the date of the webinar:If you are unable to attend a webinar for which you registered, you will receive a full refund of your purchase price if you cancel at least 30-days before the date of the webinar.

Less than 30-days before the date of the webinar:Cancellations received during this period are subject to a cancellation fee of $15.00.

Date of webinar:There are no refunds for cancellations received on the scheduled date of the webinar